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Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership
Semiconductor, Business Angel Morales 5/20/26 Semiconductor, Business Angel Morales 5/20/26

Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership

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NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant
AI, Hardware, Semiconductor Angel Morales 5/18/26 AI, Hardware, Semiconductor Angel Morales 5/18/26

NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant

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Intel Returns to Formula 1 as McLaren Racing’s Official Compute Partner Across F1, IndyCar, and Sim Racing
Hardware, Semiconductor Angel Morales 5/18/26 Hardware, Semiconductor Angel Morales 5/18/26

Intel Returns to Formula 1 as McLaren Racing’s Official Compute Partner Across F1, IndyCar, and Sim Racing

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Apple Intel Chip Deal Could Spark €4.6 Billion Equipment Rush for ASML as BofA Sees Major Foundry Upside
Semiconductor Angel Morales 5/13/26 Semiconductor Angel Morales 5/13/26

Apple Intel Chip Deal Could Spark €4.6 Billion Equipment Rush for ASML as BofA Sees Major Foundry Upside

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Intel Reportedly Brings On Package Memory Back With Razor Lake AX to Challenge AMD’s Future Halo Class APUs
Semiconductor, Hardware Angel Morales 5/12/26 Semiconductor, Hardware Angel Morales 5/12/26

Intel Reportedly Brings On Package Memory Back With Razor Lake AX to Challenge AMD’s Future Halo Class APUs

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SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

SK hynix Reportedly Evaluates Intel EMIB as CoWoS Capacity Tightens the AI Packaging Market

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Intel and NVIDIA Tease Deeper Collaboration as Lip Bu Tan Congratulates Jensen Huang at Carnegie Mellon Ceremony
Semiconductor, Hardware, AI Angel Morales 5/11/26 Semiconductor, Hardware, AI Angel Morales 5/11/26

Intel and NVIDIA Tease Deeper Collaboration as Lip Bu Tan Congratulates Jensen Huang at Carnegie Mellon Ceremony

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Maxsun Brings MoDT Value Back Into Focus With Intel Raptor Lake Laptop Chips Soldered Onto a Budget Board
Hardware, Announcement Angel Morales 5/11/26 Hardware, Announcement Angel Morales 5/11/26

Maxsun Brings MoDT Value Back Into Focus With Intel Raptor Lake Laptop Chips Soldered Onto a Budget Board

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Intel’s Real Comeback Test Starts Now as Lip Bu Tan Shifts From Momentum to Execution
AI, Semiconductor Angel Morales 5/10/26 AI, Semiconductor Angel Morales 5/10/26

Intel’s Real Comeback Test Starts Now as Lip Bu Tan Shifts From Momentum to Execution

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Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26

Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground

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Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26

Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says

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Intel Hires Qualcomm Veteran Alex Katouzian to Run Client Computing and Physical AI as Lip Bu Tan Continues Leadership Overhaul
Hardware, Announcement Angel Morales 5/5/26 Hardware, Announcement Angel Morales 5/5/26

Intel Hires Qualcomm Veteran Alex Katouzian to Run Client Computing and Physical AI as Lip Bu Tan Continues Leadership Overhaul

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Intel and SoftBank’s ZAM Memory Targets the High Bandwidth AI Market With Bandwidth That Could Reach More Than Double HBM4
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26

Intel and SoftBank’s ZAM Memory Targets the High Bandwidth AI Market With Bandwidth That Could Reach More Than Double HBM4

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Intel and AMD Push APX Forward as x86’s Next Big Performance Upgrade Without Major Area or Power Penalties
Semiconductor Angel Morales 5/5/26 Semiconductor Angel Morales 5/5/26

Intel and AMD Push APX Forward as x86’s Next Big Performance Upgrade Without Major Area or Power Penalties

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Intel Previews 18A-P as a Stronger Foundry Pitch With More Than 9% Higher Performance or More Than 18% Lower Power Than 18A
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26

Intel Previews 18A-P as a Stronger Foundry Pitch With More Than 9% Higher Performance or More Than 18% Lower Power Than 18A

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Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26

Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028

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MSI Claw 8 EX AI+ With Intel Arc G3 Extreme Appears Online at 1599€ With 32 GB RAM and 1 TB Storage
Handhelds, Hardware, Gaming Angel Morales 5/4/26 Handhelds, Hardware, Gaming Angel Morales 5/4/26

MSI Claw 8 EX AI+ With Intel Arc G3 Extreme Appears Online at 1599€ With 32 GB RAM and 1 TB Storage

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AMD and Intel Push ACE as the New Standard Matrix Acceleration Path for x86 AI Workloads
AI, Hardware, Semiconductor Angel Morales 5/4/26 AI, Hardware, Semiconductor Angel Morales 5/4/26

AMD and Intel Push ACE as the New Standard Matrix Acceleration Path for x86 AI Workloads

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Intel Backed Glass Substrate Packaging Could Reach Commercialization Within 3 Years As Amkor Signals Progress
Semiconductor, Hardware Angel Morales 4/29/26 Semiconductor, Hardware Angel Morales 4/29/26

Intel Backed Glass Substrate Packaging Could Reach Commercialization Within 3 Years As Amkor Signals Progress

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Intel, AMD And MediaTek Ramp CPU Output As AI Demand Pushes Prices Higher And Lead Times Longer
Semiconductor, Hardware Angel Morales 4/29/26 Semiconductor, Hardware Angel Morales 4/29/26

Intel, AMD And MediaTek Ramp CPU Output As AI Demand Pushes Prices Higher And Lead Times Longer

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